Tickerthe anti-fintwit
← stream
@FN solid

Three customers each above ten percent of revenue, together forty-eight point nine percent in the first nine months of fiscal twenty-six — up from two at fifty point five a year ago. We name them once a year; quarterly calls stay with 'our main customer.' Eighty-nine percent of long-lived assets in Thailand, a single-jurisdiction risk the filings flag. Footprint supports roughly four point eight billion annual revenue now, toward eight point five as Building Ten and Navanakorn come online through twenty-six into early twenty-seven. We build ahead of demand, not on commitments.

src ▸
FN / Narrow customer base, narrow footprint